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The save as template does not appear as an option for me.
Solved
save as template does not appear as an option
+1- Newcomer
Best answer by Alexandre.Augusto
Hello,
You are welcome to the Docusign Community!
By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.
Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.
Let me know if I answered your question!
Best,
Alexandre
+18- Docusign Employee
- Answer
Hello,
You are welcome to the Docusign Community!
By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.
Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.
Let me know if I answered your question!
Best,
Alexandre
- Community Moderator
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